NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
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PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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All Requests

Showing 502

Email series templates for membership renewal reminders

Email series templates for membership renewal reminders
8 months ago in Email 0 Not Prioritized

Sort the duplicate constituents list by created date

Sort the duplicate constituents list so that constituents that were recently created are at the top of the list.
over 2 years ago in Merge Duplicates 0 Not Prioritized

Anniversary Reminder Function

. I can’t set up a report or schedule a function to send an anniversary email to donors (their first, second, etc. anniversary of their first gift. This would be especially effective for recurring donors. 
12 months ago in Automation / Email 1 Not Prioritized

Bulk update interaction purposes

It would be amazing to be able to click through multiple emails and update the purpose and custom fields. I just sent a batch of bcc'ed emails - all were the same. And now I have to go to each profile to update each one manually.
12 months ago in Bulk Update 1 Not Prioritized

See pledge balance in constituent header or summary

I would like to see the balance on the Constituent's Profile, I mostly enter deposits on a daily and it makes it difficult to look for when a Constituent ask what their balance owed is.
about 2 years ago in Summary & Header 0 Not Prioritized

When I make a change to any information and try to click away without saving, I need a pop up to ask if I want to save changes.

If the changes aren't going to be saved automatically, we need a reminder that we have unsaved changes before we leave the page.
over 1 year ago in Platform (general) 0 Not Prioritized

Automatically run letter

We would like to generate a letter when it is a constituents birthday AND have it create an interaction when the letter is generated.
12 months ago in Letters 0 Not Prioritized

Track auction sales

Track auction sales. Examples on how they're different from typical donations: Linked to an in-kind donation that was donated by someone else Tax deductibility calculated based on auction amount minus the fair market value of the item purchased
6 months ago in Transactions 0 Not Prioritized

More efficient way to apply the same soft credit to all splits in a split payment

Currently, you can soft credit different constituents for each split in a split payment. If all the splits need to be credited to the same constituent, this can be tedious and require double checking to make sure you didn't miss any splits. Having...
6 months ago in Transactions 0 Not Prioritized

Have payments inherit assigned letter from their parent schedule

Have payments (pledge, recurring, membership) inherit the assigned letter from their parent schedule.
6 months ago in Transactions 0 Not Prioritized